My Wealth Management Inc. Ishares Tr Russell 200 Growth Transaction History
My Wealth Management Inc.
- $104 Million
- Q2 2025
A detailed history of My Wealth Management Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, My Wealth Management Inc. holds 999 shares of IWY stock, worth $274,185. This represents 0.24% of its overall portfolio holdings.
Number of Shares
999
Previous 1,036
3.57%
Holding current value
$274,185
Previous $218,000
12.84%
% of portfolio
0.24%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
619Shares Held
52.9MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.67 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.63 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.38 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.32 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$661 Million0.15% of portfolio